Account Manager Global Brokerage Company 60k-80k DOE Downtown, NY

We are seeking an experienced and professional Insurance Account Manager who can provide prompt, accurate and courteous service to personal clients and support producers efforts. This professional will be responsible to complete applications, find markets, quote and write new business while handling a book of business. They will maintain a positive approach as well as provide a high level of support to the clients.

Specific Duties and Responsibilities:

  • Personal Lines industry knowledge is required with the desire to learn within the Fine Arts & Collectibles insurance program offered by the firm
  • Review new and renewal applications
  • Work with VIP clients (Premiums in the $40-50k range plus)
  • Must be comfortable in front of clients
  • Work directly with team including Directors and VPs
  • Market clients to insurance carriers and work closely with underwriters and placing insurance
  • Assist with getting best underwriting for clients working closely with carriers
  • Respond to phone calls from clients and companies regarding insurance, claims, or administrative matters in a timely manner.
  • Maintain all client activity, phone conversations, or any correspondence in agency management system (EPIC a plus)
  • Work with Producer/s to help maintain existing clients and assist with closing new business.
  • With the assistance of the team, market renewal business as appropriate, determine premiums, and deliver new quote presentation to renewal client.
  • Handle direct and agency bill renewals.
  • Participate with management and other departments/personnel on special respects and other duties as required.

Minimum Qualifications:

  • Active Department of Insurance Property & Casualty (P&C) license
  • 3-7 years of personal lines service experience
  • Excellent oral/written communication skills necessary.
  • Proficient in MS Office, specifically Excel, Word and PowerPoint.

Executive Assistant to President position Global Investment Company $70k-80k plus bonus, OT and benefits

Summary: Executive Administrator will provide direct administrative support to an executive officer and indirect coverage for other executive officers.

Responsibilities:

Answer, screen and route high volume of time sensitive phone calls; communicate accurate and detailed messages

● Schedule internal and external meetings and conference calls, coordinate conference rooms, luncheons, etc. ●

● Prepare and coordinate materials for meetings, update presentations, documents, etc.

● Coordinate travel arrangements including flight, hotel and ground transportation ● Process travel & entertainment reports and reimbursements

● Perform ad hoc projects as needed (clients, external companies, internal constituents)

Requirements:

Five plus years of executive/support experience and/or other related experience within industry ●

● Ability to perform in fast paced environment and multi-task

● Effectively work with senior level individuals throughout the firm

● Excellent organizational skills; detail oriented

● Strong time management skills; ability to prioritize multiple tasks efficiently

● Proactive in following up on details, anticipating issues, and closing loops on all requests

● Ability to exercise discretion when managing confidential information

● Must be teamwork oriented and also be able to work independently with minimal guidance

● Proficiency in Microsoft Office (e.g. Excel, Word, PowerPoint, and Outlook)

Sr. Marketing Associate Newport Beach, CA $80k-$85k

  • Partnering with Global Head of Marketing to build capacity across the function by enhancing business management principles and processes including finance, budget management, strategic planning and reporting
  • Creating transparency and improved communication across marketing leadership
  • Serving as primary point of contact with key partners in Finance, Strategy, HR and Executive Office
  • Partnering with marketing leadership to establish cadence and structure of reporting for senior management, including insights from our Marketing Intelligence portal
  • Partnering with Global Head of Marketing to produce and distribute cornerstone industry and firm presentations; effectively partnering \with creative team and other resources is critical
  • Liaising with contacts at external partners, including advertising agency, digital consultants, etc.
  • Building budget, establishing best practice operating model, including T&E transparency and oversight, major project expenditure tracking, etc. to ensure the firm is maximizing resources and investments
  • Supporting Global Head of Marketing in initiatives regarding our corporate responsibility platform
  • Employing creative thinking and innovation to create possible alternative solutions, and using judgment to determine methods and procedures on new assignments, often with minimal guidance 

Position Requirements:

  • Minimum 5 years of experience in an operational or program/project management function within the investment management or related industry
  • Familiarity with and long-term career interest in the Marketing function
  • Strong project management skills
  • Demonstrated competence in thinking strategically, analytically, conceptually, and innovatively, including the ability to synthesize and analyze data, teasing out accessible and impactful stories
  • Experience working with global teams in different time zones
  • Ability to multi-task, work in a demanding, fast paced environment and handle multiple, competing priorities and projects with high quality output
  • Strategic thinker, independent problem-solving skills, and the ability to drive consensus
  • Background with financial analysis, data analysis and messaging/marketing
  • A hands-on practitioner with the ability to shift between operational and strategic mindsets
  • Demonstrated ability to navigate unstructured processes and simultaneously manage responsibilities of multiple-concurrent work streams and competing demands

PROFESSIONAL SKILLS REQUIREMENTS

  • Excellent communication (verbal and written), facilitation, and interpersonal skills, including the ability to face off across all levels of an organization
  • Quick learner and adaptable to learn new processes, concepts, and skills
  • High emotional intelligence, flexible, and resilient
  • Highly motivated self-starter with the ability to work collaboratively and independently
  • High levels of personal energy, positivity, and professionalism with the ability to maintain strict confidentiality

PREFERRED QUALIFICATIONS

  • Prior marketing experience
  • M.B.A. or an advanced degree

Portfolio Compliance Analyst Newport Beach, CA $100-$115k

Portfolio Compliance oversees guideline compliance for over 3,000 public funds and separate accounts on a post-trade basis, which includes independent compliance verification. We perform holdings-level analysis to detect any guideline breaches in client and fund portfolios and monitor all outstanding compliance issues from time of breach through resolution. In performing our array of compliance functions, PortfolioCompliance works closely with departments across the firm, including Account Management, Portfolio Management, Product Management, and Business Management. At its core, Portfolio Compliance monitors guideline compliance in order to manage and mitigate risk to both our clients and the firm.

The Portfolio Compliance Analyst position is a challenging and multifaceted role where responsibilities include analyzing account transactions and portfolio holdings in order to conduct full compliance verification for all public funds and separate accounts. Position requires research of potential compliance issues, client reporting, and working with Account and Portfolio Management in an effort to resolve outstanding violations. The role also includes participation in various ad hoc projects, such as process developments and improvements, scenario analysis, and technology testing. The position affords the opportunity to work in a fast-paced, dynamic, and challenging workplace with highly motivated and intelligent professionals.

Position Requirements:

QUALIFICATIONS

  • An undergraduate degree in Finance, Economics, or Accounting is required for this role.
  • Two+ years of general fixed income/compliance experience is desired; knowledge of the Investment Company Act of 1940 a plus.
  • Possess strong analytical ability and excellent attention to detail. 
  • Effective verbal and written communication skills, ability to work in a team environment, and capable of managing multiple tasks with tight time deadlines. 
  • Problem solving and decision making skills are essential.
  • Strong knowledge of MS Excel required (formulas and functions).
  • Experience using MS Access, Business Objects, MS Excel VBA, SQL, and Bloomberg a plus.
  • CFA designation or active status in the CFA program is a plus.
  • If not already completed during the initial interview process, must score a 90% or better on the Compliance Assessment and MS Excel test.

PERSONAL CHARACTERISTICS

  • Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate.
  • Maintaining a strong commitment to quality and attention to detail; ensuring that the work product is delivered completed, accurately and on time.
  • Have a strong sense of honesty and integrity.
  • Maintain a professional demeanor in both routine and highly charged environments; adapt responses appropriately to each situation.
  • Desire to contribute to and grow with the organization through a variety of developmental assignments.
  • Display a sense of teamwork and foster a learning environment.

Benefits:

  • Medical, dental, and vision coverage
  • Life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs

Business Development Associate Newport Beach, CA 8 weeks (up to $30/hr)

The Business Development Support (BDS) Team partners with client servicing and business development groups to service the firm’s expanding client base and aid in establishing new relationships. Specifically, BDS is responsible for responding to Request for Proposals (RFPs), Due Diligence requests, Client Questionnaires and Consultant Databases. The Team will actively bolster its solutions-driven partnerships with teams firm wide, and internally focus on professional development to enhance its members’ investment acumen and parallel the firm’s continued leadership and diligence in the industry. BDS Associates are required to complete a rigorous training program to help them get acclimated to the role and to gain more exposure to the asset management industry. Associates work in a team structure that aids them in developing and demonstrating financial acumen, oral and written communication, analytical thinking, and problem solving. 


Main Responsibilities: 

  • Research RFP Opportunity outcomes using industry research tools and document findings in EXCEL 
  • Assist with maintaining the RFP teams content library by organizing, adding and removing Q&As.
  • Assist team in managing client service request sby helping to format and populate questions with standard responses. 
  • Assist with various adhoc Excel based projects utilizing large data sets, pivot tables, vlookups, and other basic formulas. 
  • Supports BDS team in all areas of the RFP process 
  • Leverages team by answering standard firm and product questions to help meet stringent deadlines 
  • Maintains high profile qualitative and quantitative information by retrieving data and updating standard information on firm and products 
  • Assists with other administrative functions as necessary to make group efficient and deadline ready 
  • Must develop ability to efficiently navigate organization 

POSITION REQUIREMENTS 

  • Strong work ethic and drive to learn and contribute in a performance driven environment 
  • Strong interest in learning about the financial markets, economics and global events 
  • Excellent time management skills and ability to flourish in a challenging, fast-paced professional environment 
  • Maintain a commitment to quality and attention to detail and ensure that work is delivered completely, accurately and on time 
  • Strong communication skills and ability to interact professionally with all levels of internal and external personnel in both written and verbal communications 
  • Proficient with Microsoft Excel and other Microsoft Office Suite software and able to quickly adapt to learning new software applications. VBA or programming experience is a plus 
  • Solutions minded, innovative, result oriented and possessing a curious and inquiring mind

Assistant Real Estate Manager/Assistant Property Manager 70k base plus OT and 10% target bonus Illinois

This position offers you the opportunity to expand your skills and experience in property management with the largest wholesale data center provider in the world. As Assistant Real Estate Manager, you will report directly to the Real Estate Manager, where you will make an impact on virtually all aspects of the management of this assigned portfolio. You will leverage your in-depth experience to assist with a variety of financial and operational responsibilities including financial reporting, budgeting, accruals, property inspections and customer ticket requests. We are proactive about helping our people grow and develop, and as Digital Realty continues to grow, we’ll be looking for proven players to move up. 


The Requirements

To be a good fit for this opportunity you will have:

  • A bachelor’s degree in business, real estate, accounting or finance, preferred; or the equivalent combination of education and experience.
  • A minimum of three to five years of related experience in commercial property management and financial reporting.
  • A proven track record of providing superior customer service.
  • Strong understanding of financial terms and principles and the ability to analyze financial statements.  You’ll also have experience with financial reporting, accruals, and budgeting, 
  • Proficient computer skills, including MS Office Suite.
  • Familiarity and experience with Yardi or a similar property management software program. 
  • The ability to express ideas clearly in written and verbal communications, including the capability to create complex financial and business related documents.
  • Experience working in a fast paced, high volume workplace. 
  • Strong organizational skills, time management and detail orientation.
  • Strong interpersonal skills.
  • Self-starter mentality and the ability to work with minimal supervision.
  • Strong Property / Construction accounting background are preferred. Data center experience would be a plus.
  • Rudimentary knowledge/understanding of electrical and mechanical systems

You will also receive a smartphone to monitor and respond to customer tickets and requests when you are off-site.

The Role

Reporting to the Real Estate Manager, as the Assistant Real Estate Manager, you will work to support your supervisor in all aspects of management for the assigned portfolio, with a specific focus on the financial piece. You will play a key role assisting and supporting the operations and financial responsibilities of the properties within the portfolio, providing various financial reports and accruals, re-forecasts, budgeting and reconciliations. 

Managing our customer ticketing system and conducting property walk-through inspections will also be a central component to this role. Additionally, we’ll look to you to help organize tenants’ events and oversee other special event coordination as needed.

More specifically, you will:

  • Support the planning, budgeting and control of operating and capital expenditures. 
  • Assist in the preparation of annual budgets, forecasts, monthly reports, and variance reports, including accruals, journal entries, heavy financial reporting.
  • Assist with accounts receivable and accounts payable, including collection of rent, accruals, payment of expenses, common area maintenance estimates, true-ups, reconciliations, compliance with lease terms, and preparation of all related documentation.
  • Respond to customer requests and needs; coordinate efforts with Property Management and Technical Operation teams to resolve issues.
  • Oversee selection and performance of vendor services, including preparation of requests for proposal and service agreements; monitor vendor performance against service level agreements.
  • Schedule and facilitate maintenance with vendors and customers.
  • Perform property inspections on a regular basis; make recommendations to maintain and enhance the assigned property portfolio.
  • Maintain a strong relationship with the Asset Manager and Technical Operations team for the assigned portfolio to ensure that all corporate objectives are being met.
  • Document and track all certificates of insurance from vendors and customers.
  • Maintain accurate and pertinent information for vendors and customers.
  • Establish and maintain effective working relationships with internal and external customers and vendors.


Additionally, in order to be an outstanding Assistant Real Estate Manager, you will be a team player, and have an easygoing and adaptable personality. We have a close-knit team at our office, so we’re really looking for someone who can come in, and seamlessly become a part of our group right off the bat. You’ll enjoy taking part in our team building events, group lunches and much more.

Executive Assistant 75k-80k Base plus benefits Non-profit organization Midtown NY

Overview: The Executive Assistant provides high-level administrative support to the Executive Director in her efforts to advance the strategic fundraising priorities of the Global Non-Profit Organization in New York. This person plays a key role in donor and prospect management and works closely with the development team in coordinating the Executive Director’s outreach activities.

Direct Supervisor: Executive Director of Development

Essential Position Responsibilities:

  • Prepare polished written correspondence and presentations at the direction of the Executive Director
  • Maintain the Executive Director’s appointments by planning and scheduling donor, pastor, board, and committee meetings, conferences, teleconferences, and travel
  • Manage internal and external project deadlines for the Executive Director and provide appropriate reminders
  • Ensure the Executive Director is equipped with all necessary materials and documents for internal and external meetings and provide post-meeting support and written minutes and follow-up
  • Prepare, organize, and circulate memos, monthly reports, yearly calendars, and other internal documents originating from the office of the Executive Director
  • Follow up on contacts made by the Executive Director to support ongoing and prospective donor relationships
  • Provide support for events and special projects and the administrative needs of the Executive Director’s Chief of Staff, as needed

Impact:

  • The Executive Assistant plays a critical role in the donor life cycle and is responsible for securing meetings for the Executive Director.
  • The Executive Assistant will fully leverage the Executive Director’s time by scheduling strategically and by off-loading key administrative tasks.
  • The Executive Assistant is a key component in building personal and institutional relationships and fostering teamwork and encouragement amongst the entire development staff.

You Have:

  • A Bachelor’s Degree (preferred)
  • 2+ years of experience in a similar role in a professional environment
  • A proven track record of navigating complex protocols and managing high-level relationships
  • Experience in development and fundraising
  • Advanced proficiency in Microsoft Office (Outlook, Word, Excel and PowerPoint)
  • Proven experience in calendar management and prioritization of tasks
  • Non-profit development experience preferred

Required Education, Experience, and Skills:

  • A polished communicator through various mediums: letters, e-mail, phone, and in-person
  • Ability to multi-task in a fast-paced environment
  • Highly organized and detail-oriented
  • Proactive, resourceful, and adaptable
  • Ability to maintain confidentiality
  • Poised at all times and calm under pressure
  • A self-motivated team player
  • Skilled at dealing with external partners respectfully, professionally and with diplomacy and tact

Desktop Support Technician $25-28/ hr Temp to Perm New York, NY

A multi-business enterprise is seeking an experienced Desktop Support Technician to resolve Level 1 and 2 computer and connectivity issues for end users in the US, Canada, and Mexico.  The candidate suitable for this role will have 2+ or more years of experience with the following:

  • Technical Skills:
    • Windows OS configuration and troubleshooting (Windows 7 and Windows 8)
    • A+ Certified
    • VPN Client
    • Troubleshooting Microsoft Office 2013, 2016 and Office 365
    • Troubleshooting Multiple business software applications and interfaces in a multi-platform environment
    • Troubleshooting and setting up Wireless Devices (iPhones, Scan Guns, Wireless Printers)
    • Troubleshooting, configuring, setting up and deploying PC’s on a network using Acronis and/or SCCM
    • Troubleshooting customer computer and connectivity issues across a WAN
    • Troubleshooting, installing and configuring PC hardware and peripherals
    • Troubleshooting and configuring network
    • Setting up and maintaining Active Directory User and Computer Accounts
    • Maintaining an Asset Management System

  • Working Knowledge Skills
    • Virtual Desktop Environments
    • VOIP
    • Networking protocols and equipment – TCP/IP, DNS, DHCP, VPN, routers, firewalls, switches, etc.
    • Group Policy

  • Professional Skills:
    • Ability to communicate professionally and effectively to technical and non-technical internal customers
    • Ability to complete tasks with minimal supervision
    • Ability to multitask in a fast-paced environment
    • Must be dedicated to providing superior quality service to internal customers both in person and over the phone.

The person in this role will answer incoming email and phone calls to the IT Service Desk.  He or she will work with the Service Desk and Network Operations staff as appropriate to determine and resolve problems received from internal customers.  He or she will recommend and/or perform upgrades as well as develop user and technical documentation for computer systems and standard applications.

Requirements:

   IT-related college degree

Executive Assistant PERM 80k-90k plus 10-15% target bonus

Great benefits.

Position supports Managing Director of a very large section of the firm, reports directly to President

There is almost no personal, unless somehow related to the business travel

Attentive to the little details, a good gatekeeper, who can coordinate heavy travel (on their own), meetings/dinners/off-sites and enjoys the role of the EA.

Surrounding team is amazing…other EAs are lovely and the business is great, fun company…

Poised, polished, professional in terms of appearance and communication style

Ideally with some background working on Wall street

Technical skills very important, to be familiar and easy learner of the Microsoft Teams, how to open up conf. call, how to connect the lines/VC, and to understand importance of technology overall. This exec is always on the run and would be using all available technology/social media to connect with clients, coworkers, etc.

Savvy calendar management skills

Expenses

Prepping exec for meetings

Executive Assistant

Will be supporting C-level Officer. 

          6-8 years’ experience

           very energetic, outgoing, bubbly

           Needs to flawlessly manage a calendar

          Standard EA skills – I&D Travel, expenses, scheduling, etc.

          can-do attitude – this is very important!

Marketing Assistant/Admin Midtown, NY Global Brokerage Insurance company $18/hr 45k on perm side temp-perm

Reception/Administrative Assistant

The front desk role is dynamic and fluid. The primary responsibility of this position is to handle incoming communications (phones, mail and guests). This requires a person who is friendly, outgoing and resourceful with good phone skills. The person at the front desk also serves as an administrative assistant to the office. This requires a person who is detail oriented and can balance multiple projects. They are looking for someone who can interact with clients and exec’s, apply themselves and work on projects especially with Excel.

Qualifications

Strong interpersonal skills

Proficient in Microsoft Word, Excel and PowerPoint are needed and Publisher is a plus but come across adaptable and willing to learn.

Detail Oriented

Resourceful

Responsibilities

Answer & Direct incoming phone calls

Sort Incoming Mail

Send Outgoing Mail & FedEx

Help out with Microsoft Office Projects and assist other departments with administrative responsibilities.

This is a career opportunity as the last 6-7 people have all been promoted. It is a stepping stone position where you will learn about the industry and assist senior execs with general support and projects. They want someone who is personable and engaging with others. Very flexible to assist with anything that needs to be done in the office…a team player; with a help out pitch in type of attitude. Whether it is set up a conference, coordinate a meeting or help out with a project for a department.